Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🤯 Perficient is up a mind-blowing 53%. Our ProPicks AI saw the buying opportunity in March. Read full update
Columbia Tax-exempt Fund Class A (COLTX)
Add to/Remove from a Portfolio
Add to Watchlist
11.73
+0.05
+0.43%
- Morningstar Rating:
- Total Assets: 1.58B
Columbia Tax-Exempt A
11.73
+0.05
+0.43%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
COLTX Overview
On this page you'll find an in-depth profile of Columbia Tax-exempt Fund Class A. Learn about the key management, total assets, investment strategy and contact information of COLTX among other information.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Douglas J. White | Senior Portfolio Manager | 2022 | Now |
| Biography | Mr. White joined Columbia Management Investment Advisers, LLC in 2018 as a senior portfolio manager. Prior to joining Columbia, Mr. White was a portfolio manager at Nuveen Asset Management, LLC (Nuveen Asset Management) since 2011 in connection with Nuveen Asset Management’s acquisition of a portion of the asset management business of FAF Advisors, Inc. Mr. White began his investment career in 1983 and earned a B.A. from Carleton College and an M.B.A. from the University of Minnesota, Carlson School of Management. | ||
| Catherine M. Stienstra | Senior Portfolio Manager | 2018 | Now |
| Biography | Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska. | ||
| Kimberly Campbell | Director | 2002 | 2022 |
| Biography | Ms. Campbell is a Director of Columbia Management. She associated with the firm or its predecessors as an investment professional since 1995. Ms. Campbell began her investment career in 1980 and earned a B.A. from Smith College. | ||
| James Dearborn | Head | 2016 | 2018 |
| Biography | Mr. Dearborn joined Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 1996. Mr. Dearborn began his investment career in 1986 and earned a B.A. from Wesleyan University and an M.A. from the Maxwell School of Citizenship and Public Affairs at Syracuse University. | ||
| Management Team | - | 2001 | 2002 |
| Biography | Team Managed | ||
| William C. Loring | Vice President | 1997 | 2001 |
| Biography | Loring is a vice president with Colonial Management Associates, his employer since March 1986. Previously, he spent five years with Boston Safe Deposit & Trust Company, where he served as head of the firm's fiduciary fixed-income department and manager of its tax-exempt portfolio. | ||
| Brian M. Hartford | Vice President and quantitative-risk manager | 1997 | 2001 |
| Biography | Hartford is an vice president and quantitative-risk manager with Colonial Management Associates. He joined the company as a tax-exempt trader in 1991 and assumed his present position in 1993. He previously worked as a manager in the analytic department of Harvard Management for two years. | ||
| Bonny E. Boatman | Director, Senior Vice President | 1993 | 1997 |
| Biography | Boatman has been a senior vice president and director of municipal bond investments with Colonial Management Associates since 1988. She was also a financial analyst, specializing in the credit analysis of municipal bonds. In 1986, Boatman became the principal portfolio manager for six tax-exempt funds. Prior to joining Colonial, she was a credit analyst at Bank of New England. Boatman is a member of the Boston Municipal Bond Analysts Society and the Municipal Bond Buyers Conference. | ||
| Robert S. Waas | Senior Portfolio Manager | 1995 | 1997 |
| Biography | The founder of RSW Investments launched his career in 1985 managing municipal bond mutual funds for Merrill Lynch Asset Management. In the early 1990’s he was tapped by Van Kampen American Capital to start their Municipal Bond Individually Managed Account program. Highly successful, this program now accounts for over $5 billion in managed tax free assets. In the late 1990’s Rob joined Springfield International, where he pioneered one of the first hedge funds dedicated to utilizing sophisticated municipal bond arbitrage strategies. Rob moved to Prudential Investment Management in 2000 to manage their flagship National Municipal Bond Fund. A year later, Rob assumed the management responsibility for all of the municipal bond portfolios totaling approximately $4 billion. Employing strategies developed over a decade ago, he also launched, managed, and marketed a separate account municipal bond program. Rob received a B.S. in Accounting from St. John’s University. | ||
| Michael C. Hardie | Senior Vice President | 1984 | 1994 |
| Biography | Hardie is a senior vice president with Colonial Investment Management Services, his employer since 1984. Previously, he has served as the company's director of fixed-income investments. Hardie was born July 9, 1946 in Miami. | ||
Write your thoughts about Columbia Tax-exempt Fund Class A
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review